VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,658 shares; 2024Q4: 145,318 shares; 2025Q1: 161,365 shares; 2025Q2: 188,957 shares; 2025Q3: 180,934 shares; 2025Q4: 185,785 shares; 2026Q1: 192,890 shares; 2026Q2: 208,470 shares 208,470 $77.1M 4.47% +15,580 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,706 shares; 2024Q4: 59,553 shares; 2025Q1: 64,026 shares; 2025Q2: 75,888 shares; 2025Q3: 78,455 shares; 2025Q4: 81,145 shares; 2026Q1: 80,058 shares; 2026Q2: 85,966 shares 85,966 $64.4M 3.73% +5,908 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,955 shares; 2024Q4: 251,869 shares; 2025Q1: 264,663 shares; 2025Q2: 319,095 shares; 2025Q3: 314,448 shares; 2025Q4: 322,597 shares; 2026Q1: 338,734 shares; 2026Q2: 339,855 shares 339,855 $63.9M 3.71% +1,121 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,861 shares; 2024Q4: 200,107 shares; 2025Q1: 184,162 shares; 2025Q2: 183,468 shares; 2025Q3: 182,987 shares; 2025Q4: 186,831 shares; 2026Q1: 186,300 shares; 2026Q2: 189,938 shares 189,938 $62.2M 3.61% +3,638 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,239 shares; 2024Q4: 200,554 shares; 2025Q1: 178,490 shares; 2025Q2: 188,256 shares; 2025Q3: 181,306 shares; 2025Q4: 169,687 shares; 2026Q1: 161,641 shares; 2026Q2: 161,429 shares 161,429 $61M 3.54% -212 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467,185 shares; 2024Q4: 488,083 shares; 2025Q1: 534,596 shares; 2025Q2: 451,523 shares; 2025Q3: 500,614 shares; 2025Q4: 532,586 shares; 2026Q1: 623,601 shares; 2026Q2: 658,720 shares 658,720 $54.4M 3.16% +35,119 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,331 shares; 2024Q4: 156,142 shares; 2025Q1: 154,755 shares; 2025Q2: 154,887 shares; 2025Q3: 156,955 shares; 2025Q4: 167,506 shares; 2026Q1: 166,518 shares; 2026Q2: 167,597 shares 167,597 $48.5M 2.81% +1,079 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,547 shares; 2024Q4: 237,469 shares; 2025Q1: 267,832 shares; 2025Q2: 310,093 shares; 2025Q3: 341,885 shares; 2025Q4: 349,317 shares; 2026Q1: 358,791 shares; 2026Q2: 416,948 shares 416,948 $45.9M 2.66% +58,157 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,248 shares; 2024Q4: 343,928 shares; 2025Q1: 358,228 shares; 2025Q2: 337,699 shares; 2025Q3: 360,333 shares; 2025Q4: 373,765 shares; 2026Q1: 394,689 shares; 2026Q2: 411,980 shares 411,980 $43.7M 2.54% +17,291 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,620 shares; 2024Q4: 165,229 shares; 2025Q1: 169,225 shares; 2025Q2: 174,871 shares; 2025Q3: 177,165 shares; 2025Q4: 182,758 shares; 2026Q1: 183,349 shares; 2026Q2: 183,653 shares 183,653 $36.7M 2.13% +304 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,410 shares; 2024Q4: 79,642 shares; 2025Q1: 83,478 shares; 2025Q2: 82,564 shares; 2025Q3: 81,876 shares; 2025Q4: 83,006 shares; 2026Q1: 89,886 shares; 2026Q2: 94,506 shares 94,506 $35.3M 2.04% +4,620 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,495 shares; 2024Q4: 129,877 shares; 2025Q1: 133,863 shares; 2025Q2: 139,838 shares; 2025Q3: 142,500 shares; 2025Q4: 145,785 shares; 2026Q1: 146,551 shares; 2026Q2: 146,782 shares 146,782 $35M 2.03% +231 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,259 shares; 2024Q4: 241,021 shares; 2025Q1: 240,245 shares; 2025Q2: 229,332 shares; 2025Q3: 229,867 shares; 2025Q4: 232,165 shares; 2026Q1: 234,690 shares; 2026Q2: 233,451 shares 233,451 $31.9M 1.85% -1,239 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,989 shares; 2024Q4: 192,022 shares; 2025Q1: 203,337 shares; 2025Q2: 276,408 shares; 2025Q3: 311,750 shares; 2025Q4: 338,156 shares; 2026Q1: 368,905 shares; 2026Q2: 397,192 shares 397,192 $31.4M 1.82% +28,287 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,860 shares; 2024Q4: 73,447 shares; 2025Q1: 69,751 shares; 2025Q2: 71,264 shares; 2025Q3: 71,755 shares; 2025Q4: 72,265 shares; 2026Q1: 72,577 shares; 2026Q2: 72,343 shares 72,343 $25.6M 1.48% -234 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,277 shares; 2024Q4: 83,647 shares; 2025Q1: 83,408 shares; 2025Q2: 86,365 shares; 2025Q3: 89,768 shares; 2025Q4: 86,140 shares; 2026Q1: 87,347 shares; 2026Q2: 97,901 shares 97,901 $24.6M 1.43% +10,554 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,637 shares; 2024Q4: 40,744 shares; 2025Q1: 39,687 shares; 2025Q2: 40,200 shares; 2025Q3: 40,532 shares; 2025Q4: 40,530 shares; 2026Q1: 41,602 shares; 2026Q2: 42,008 shares 42,008 $23.7M 1.37% +406 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,648 shares; 2024Q4: 101,574 shares; 2025Q1: 138,604 shares; 2025Q2: 253,184 shares; 2025Q3: 257,151 shares; 2025Q4: 263,427 shares; 2026Q1: 267,245 shares; 2026Q2: 269,147 shares 269,147 $23.6M 1.37% +1,902 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,200 shares; 2024Q4: 21,082 shares; 2025Q1: 20,468 shares; 2025Q2: 20,753 shares; 2025Q3: 20,963 shares; 2025Q4: 20,488 shares; 2026Q1: 20,560 shares; 2026Q2: 20,530 shares 20,530 $21.9M 1.27% -30 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,202 shares; 2024Q4: 121,226 shares; 2025Q1: 121,591 shares; 2025Q2: 131,824 shares; 2025Q3: 132,655 shares; 2025Q4: 135,309 shares; 2026Q1: 136,496 shares; 2026Q2: 137,278 shares 137,278 $20.8M 1.21% +782 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,942 shares; 2024Q4: 93,483 shares; 2025Q1: 93,001 shares; 2025Q2: 95,785 shares; 2025Q3: 97,221 shares; 2025Q4: 97,300 shares; 2026Q1: 94,646 shares; 2026Q2: 95,693 shares 95,693 $20M 1.16% +1,047 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,948 shares; 2024Q4: 20,308 shares; 2025Q1: 20,346 shares; 2025Q2: 20,969 shares; 2025Q3: 21,131 shares; 2025Q4: 20,055 shares; 2026Q1: 18,282 shares; 2026Q2: 18,547 shares 18,547 $18.8M 1.09% +265 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,968 shares; 2024Q4: 104,485 shares; 2025Q1: 82,456 shares; 2025Q2: 20,748 shares; 2025Q3: 19,622 shares; 2025Q4: 19,174 shares; 2026Q1: 18,653 shares; 2026Q2: 15,944 shares 15,944 $18.4M 1.07% -2,709 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,421 shares; 2025Q3: 30,890 shares; 2025Q4: 31,374 shares; 2026Q1: 38,693 shares; 2026Q2: 45,974 shares 45,974 $17.8M 1.03% +7,281 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,527 shares; 2024Q4: 67,998 shares; 2025Q1: 75,593 shares; 2025Q2: 86,666 shares; 2025Q3: 88,307 shares; 2025Q4: 89,918 shares; 2026Q1: 99,298 shares; 2026Q2: 113,115 shares 113,115 $16.8M 0.97% +13,817 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,933 shares; 2024Q4: 109,935 shares; 2025Q1: 110,604 shares; 2025Q2: 110,164 shares; 2025Q3: 109,773 shares; 2025Q4: 134,592 shares; 2026Q1: 136,289 shares; 2026Q2: 136,080 shares 136,080 $16.8M 0.97% -209 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,274 shares; 2024Q4: 159,106 shares; 2025Q1: 172,963 shares; 2025Q2: 194,632 shares; 2025Q3: 190,531 shares; 2025Q4: 196,161 shares; 2026Q1: 227,508 shares; 2026Q2: 276,275 shares 276,275 $16.5M 0.96% +48,767 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,955 shares; 2024Q4: 179,748 shares; 2025Q1: 196,224 shares; 2025Q2: 201,325 shares; 2025Q3: 197,296 shares; 2025Q4: 198,036 shares; 2026Q1: 199,717 shares; 2026Q2: 201,373 shares 201,373 $16.4M 0.95% +1,656 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,382 shares; 2024Q4: 74,931 shares; 2025Q1: 61,604 shares; 2025Q2: 87,200 shares; 2025Q3: 92,773 shares; 2025Q4: 147,512 shares; 2026Q1: 104,213 shares; 2026Q2: 102,327 shares 102,327 $16.2M 0.94% -1,886 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,748 shares; 2024Q4: 6,561 shares; 2025Q1: 6,549 shares; 2025Q2: 5,789 shares; 2025Q3: 5,862 shares; 2025Q4: 5,126 shares; 2026Q1: 5,168 shares; 2026Q2: 52,573 shares 52,573 $15.9M 0.92% +47,405 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,797 shares; 2024Q4: 19,880 shares; 2025Q1: 18,770 shares; 2025Q2: 19,466 shares; 2025Q3: 19,730 shares; 2025Q4: 20,270 shares; 2026Q1: 21,099 shares; 2026Q2: 20,388 shares 20,388 $15.6M 0.9% -711 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,128 shares; 2024Q4: 135,041 shares; 2025Q1: 121,405 shares; 2025Q2: 122,478 shares; 2025Q3: 121,382 shares; 2025Q4: 116,687 shares; 2026Q1: 119,062 shares; 2026Q2: 85,543 shares 85,543 $15.5M 0.9% -33,519 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279 shares; 2024Q4: 1,294 shares; 2025Q1: not reported; 2025Q2: 146,598 shares; 2025Q3: 181,767 shares; 2025Q4: 202,108 shares; 2026Q1: 229,650 shares; 2026Q2: 256,842 shares 256,842 $15.1M 0.88% +27,192 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,867 shares; 2024Q4: 31,278 shares; 2025Q1: 31,912 shares; 2025Q2: 31,358 shares; 2025Q3: 30,538 shares; 2025Q4: 38,435 shares; 2026Q1: 41,508 shares; 2026Q2: 41,770 shares 41,770 $14.3M 0.83% +262 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,955 shares; 2024Q4: 196,822 shares; 2025Q1: 256,534 shares; 2025Q2: 249,034 shares; 2025Q3: 239,301 shares; 2025Q4: 246,236 shares; 2026Q1: 247,229 shares; 2026Q2: 249,577 shares 249,577 $14.2M 0.82% +2,348 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,924 shares; 2024Q4: 49,518 shares; 2025Q1: 49,683 shares; 2025Q2: 49,884 shares; 2025Q3: 50,503 shares; 2025Q4: 50,291 shares; 2026Q1: 50,954 shares; 2026Q2: 51,684 shares 51,684 $14.1M 0.82% +730 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,043 shares; 2024Q4: 76,722 shares; 2025Q1: 90,846 shares; 2025Q2: 89,757 shares; 2025Q3: 99,180 shares; 2025Q4: 94,556 shares; 2026Q1: 100,015 shares; 2026Q2: 102,039 shares 102,039 $13.8M 0.8% +2,024 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,720 shares 60,720 $13.6M 0.79% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,764 shares 60,764 $13.4M 0.78% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,720 shares; 2024Q4: 30,770 shares; 2025Q1: 30,678 shares; 2025Q2: 31,321 shares; 2025Q3: 31,256 shares; 2025Q4: 31,197 shares; 2026Q1: 32,314 shares; 2026Q2: 42,434 shares 42,434 $13.4M 0.77% +10,120 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,991 shares; 2024Q4: 33,997 shares; 2025Q1: 36,084 shares; 2025Q2: 37,748 shares; 2025Q3: 41,436 shares; 2025Q4: 47,775 shares; 2026Q1: 48,836 shares; 2026Q2: 48,830 shares 48,830 $13.2M 0.77% -6 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,263 shares; 2024Q4: 5,067 shares; 2025Q1: 7,507 shares; 2025Q2: 7,900 shares; 2025Q3: 7,930 shares; 2025Q4: 6,441 shares; 2026Q1: 6,635 shares; 2026Q2: 6,596 shares 6,596 $13.1M 0.76% -39 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,961 shares; 2024Q4: 29,802 shares; 2025Q1: 27,757 shares; 2025Q2: 29,612 shares; 2025Q3: 30,420 shares; 2025Q4: 31,456 shares; 2026Q1: 32,717 shares; 2026Q2: 156,667 shares 156,667 $12.6M 0.73% +123,950 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,702 shares; 2024Q4: 36,233 shares; 2025Q1: 40,136 shares; 2025Q2: 51,615 shares; 2025Q3: 57,438 shares; 2025Q4: 61,000 shares; 2026Q1: 68,376 shares; 2026Q2: 76,615 shares 76,615 $12.5M 0.73% +8,239 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,844 shares; 2024Q4: 17,476 shares; 2025Q1: 17,629 shares; 2025Q2: 17,436 shares; 2025Q3: 17,810 shares; 2025Q4: 17,622 shares; 2026Q1: 17,101 shares; 2026Q2: 17,216 shares 17,216 $12.4M 0.72% +115 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,815 shares; 2025Q2: 19,778 shares; 2025Q3: 20,141 shares; 2025Q4: 20,575 shares; 2026Q1: 21,074 shares; 2026Q2: 15,473 shares 15,473 $12.3M 0.71% -5,601 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,681 shares; 2024Q4: 125,933 shares; 2025Q1: 126,200 shares; 2025Q2: 119,438 shares; 2025Q3: 73,420 shares; 2025Q4: 70,181 shares; 2026Q1: 69,599 shares; 2026Q2: 67,050 shares 67,050 $11.8M 0.69% -2,549 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,427 shares; 2024Q4: 109,888 shares; 2025Q1: 109,812 shares; 2025Q2: 80,550 shares; 2025Q3: 79,617 shares; 2025Q4: 77,398 shares; 2026Q1: 76,337 shares; 2026Q2: 77,083 shares 77,083 $11.7M 0.68% +746 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,928 shares; 2024Q4: 96,954 shares; 2025Q1: 97,646 shares; 2025Q2: 100,484 shares; 2025Q3: 99,839 shares; 2025Q4: 100,428 shares; 2026Q1: 103,048 shares; 2026Q2: 104,899 shares 104,899 $11.7M 0.68% +1,851 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,483 shares; 2024Q4: 30,735 shares; 2025Q1: 29,983 shares; 2025Q2: 30,512 shares; 2025Q3: 30,567 shares; 2025Q4: 30,641 shares; 2026Q1: 30,775 shares; 2026Q2: 31,331 shares 31,331 $11.1M 0.64% +556 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,945 shares; 2024Q4: 18,152 shares; 2025Q1: 18,458 shares; 2025Q2: 19,322 shares; 2025Q3: 19,312 shares; 2025Q4: 19,493 shares; 2026Q1: 19,908 shares; 2026Q2: 21,298 shares 21,298 $10.9M 0.63% +1,390 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,193 shares; 2024Q4: 259,474 shares; 2025Q1: 262,382 shares; 2025Q2: 268,383 shares; 2025Q3: 270,428 shares; 2025Q4: 269,347 shares; 2026Q1: 279,737 shares; 2026Q2: 282,405 shares 282,405 $10.5M 0.61% +2,668 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,618 shares; 2024Q4: 36,191 shares; 2025Q1: 35,987 shares; 2025Q2: 36,310 shares; 2025Q3: 36,315 shares; 2025Q4: 54,504 shares; 2026Q1: 54,422 shares; 2026Q2: 56,374 shares 56,374 $10.4M 0.6% +1,952 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,226 shares; 2024Q4: 189,066 shares; 2025Q1: 208,526 shares; 2025Q2: 213,415 shares; 2025Q3: 233,503 shares; 2025Q4: 242,738 shares; 2026Q1: 260,418 shares; 2026Q2: 269,340 shares 269,340 $9.97M 0.58% +8,922 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,370 shares; 2024Q4: 91,831 shares; 2025Q1: 193,224 shares; 2025Q2: 199,289 shares; 2025Q3: 203,673 shares; 2025Q4: 150,022 shares; 2026Q1: 194,166 shares; 2026Q2: 169,469 shares 169,469 $9.8M 0.57% -24,697 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,323 shares; 2025Q2: 16,391 shares; 2025Q3: 16,424 shares; 2025Q4: 18,769 shares; 2026Q1: 24,794 shares; 2026Q2: 25,554 shares 25,554 $9.59M 0.56% +760 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,618 shares; 2024Q4: 77,563 shares; 2025Q1: 81,914 shares; 2025Q2: 84,940 shares; 2025Q3: 85,908 shares; 2025Q4: 85,863 shares; 2026Q1: 101,227 shares; 2026Q2: 101,913 shares 101,913 $9.22M 0.53% +686 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,378 shares; 2024Q4: 9,319 shares; 2025Q1: 9,281 shares; 2025Q2: 9,576 shares; 2025Q3: 8,863 shares; 2025Q4: 9,717 shares; 2026Q1: 9,804 shares; 2026Q2: 9,728 shares 9,728 $9.1M 0.53% -76 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,156 shares; 2025Q3: 65,427 shares; 2025Q4: 94,051 shares; 2026Q1: 95,814 shares; 2026Q2: 115,218 shares 115,218 $9.01M 0.52% +19,404 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,523 shares; 2024Q4: 126,028 shares; 2025Q1: 124,584 shares; 2025Q2: 114,528 shares; 2025Q3: 113,743 shares; 2025Q4: 114,058 shares; 2026Q1: 114,599 shares; 2026Q2: 116,029 shares 116,029 $8.88M 0.51% +1,430 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,329 shares; 2025Q1: 31,226 shares; 2025Q2: 34,215 shares; 2025Q3: 35,020 shares; 2025Q4: 39,630 shares; 2026Q1: 40,185 shares; 2026Q2: 44,362 shares 44,362 $8.45M 0.49% +4,177 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,785 shares; 2024Q4: 47,596 shares; 2025Q1: 47,748 shares; 2025Q2: 47,435 shares; 2025Q3: 47,803 shares; 2025Q4: 48,458 shares; 2026Q1: 48,659 shares; 2026Q2: 50,033 shares 50,033 $8.29M 0.48% +1,374 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,701 shares; 2024Q4: 11,777 shares; 2025Q1: 10,284 shares; 2025Q2: 10,713 shares; 2025Q3: 10,258 shares; 2025Q4: 15,396 shares; 2026Q1: 11,001 shares; 2026Q2: 11,055 shares 11,055 $8.26M 0.48% +54 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,956 shares; 2025Q3: 40,185 shares; 2025Q4: 49,552 shares; 2026Q1: 50,781 shares; 2026Q2: 51,961 shares 51,961 $8.1M 0.47% +1,180 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,182 shares; 2026Q2: 42,193 shares 42,193 $8M 0.46% -10,989 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,802 shares; 2024Q4: 34,031 shares; 2025Q1: 33,416 shares; 2025Q2: 34,293 shares; 2025Q3: 34,573 shares; 2025Q4: 34,322 shares; 2026Q1: 34,807 shares; 2026Q2: 35,408 shares 35,408 $7.82M 0.45% +601 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,477 shares 29,477 $7.67M 0.45% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,329 shares; 2024Q4: 23,941 shares; 2025Q1: 23,146 shares; 2025Q2: 19,450 shares; 2025Q3: 21,470 shares; 2025Q4: 29,990 shares; 2026Q1: 29,487 shares; 2026Q2: 29,374 shares 29,374 $7.46M 0.43% -113 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,914 shares; 2024Q4: 20,547 shares; 2025Q1: 21,178 shares; 2025Q2: 21,874 shares; 2025Q3: 21,655 shares; 2025Q4: 21,730 shares; 2026Q1: 22,475 shares; 2026Q2: 22,338 shares 22,338 $7.03M 0.41% -137 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,819 shares; 2024Q4: 16,898 shares; 2025Q1: 20,368 shares; 2025Q2: 25,465 shares; 2025Q3: 68,306 shares; 2025Q4: 75,294 shares; 2026Q1: 116,450 shares; 2026Q2: 130,730 shares 130,730 $7.01M 0.41% +14,280 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,776 shares; 2025Q4: 18,074 shares; 2026Q1: 23,105 shares; 2026Q2: 23,828 shares 23,828 $6.99M 0.41% +723 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,629 shares; 2024Q4: 42,696 shares; 2025Q1: 43,145 shares; 2025Q2: 44,315 shares; 2025Q3: 45,366 shares; 2025Q4: 45,601 shares; 2026Q1: 46,780 shares; 2026Q2: 72,376 shares 72,376 $6.97M 0.4% +25,596 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,228 shares; 2024Q4: 2,223 shares; 2025Q1: 2,210 shares; 2025Q2: 2,252 shares; 2025Q3: 2,250 shares; 2025Q4: 10,349 shares; 2026Q1: 13,209 shares; 2026Q2: 15,388 shares 15,388 $6.27M 0.36% +2,179 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,843 shares; 2024Q4: 2,432 shares; 2025Q1: 5,776 shares; 2025Q2: 6,319 shares; 2025Q3: 14,469 shares; 2025Q4: 29,999 shares; 2026Q1: 29,701 shares; 2026Q2: 32,644 shares 32,644 $6.22M 0.36% +2,943 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,590 shares; 2024Q4: 38,096 shares; 2025Q1: 40,377 shares; 2025Q2: 46,803 shares; 2025Q3: 49,232 shares; 2025Q4: 52,433 shares; 2026Q1: 57,658 shares; 2026Q2: 63,196 shares 63,196 $6.1M 0.35% +5,538 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,682 shares; 2024Q4: 44,255 shares; 2025Q1: 41,166 shares; 2025Q2: 44,131 shares; 2025Q3: 48,695 shares; 2025Q4: 47,333 shares; 2026Q1: 52,520 shares; 2026Q2: 71,232 shares 71,232 $5.97M 0.35% +18,712 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,658 shares; 2024Q4: 18,884 shares; 2025Q1: 18,896 shares; 2025Q2: 19,417 shares; 2025Q3: 19,151 shares; 2025Q4: 19,518 shares; 2026Q1: 20,185 shares; 2026Q2: 20,280 shares 20,280 $5.89M 0.34% +95 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,092 shares; 2024Q4: 8,894 shares; 2025Q1: 9,126 shares; 2025Q2: 9,444 shares; 2025Q3: 9,350 shares; 2025Q4: 9,518 shares; 2026Q1: 9,721 shares; 2026Q2: 11,499 shares 11,499 $5.71M 0.33% +1,778 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,697 shares; 2024Q4: 71,378 shares; 2025Q1: 51,450 shares; 2025Q2: 53,184 shares; 2025Q3: 73,904 shares; 2025Q4: 79,161 shares; 2026Q1: 90,577 shares; 2026Q2: 109,205 shares 109,205 $5.41M 0.31% +18,628 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,931 shares; 2025Q1: 7,693 shares; 2025Q2: 8,094 shares; 2025Q3: 9,458 shares; 2025Q4: 9,643 shares; 2026Q1: 9,815 shares; 2026Q2: 9,825 shares 9,825 $5.17M 0.3% +10 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86,910 shares; 2025Q2: 108,009 shares; 2025Q3: 95,753 shares; 2025Q4: 139,892 shares; 2026Q1: 144,954 shares; 2026Q2: 175,016 shares 175,016 $5.12M 0.3% +30,062 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,218 shares; 2024Q4: 54,958 shares; 2025Q1: 52,400 shares; 2025Q2: 40,356 shares; 2025Q3: 39,938 shares; 2025Q4: 37,824 shares; 2026Q1: 38,699 shares; 2026Q2: 38,941 shares 38,941 $5.05M 0.29% +242 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,785 shares; 2024Q4: 24,202 shares; 2025Q1: 27,890 shares; 2025Q2: 26,375 shares; 2025Q3: 26,682 shares; 2025Q4: 24,511 shares; 2026Q1: 32,547 shares; 2026Q2: 33,360 shares 33,360 $5.05M 0.29% +813 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,852 shares; 2024Q4: 48,265 shares; 2025Q1: 50,917 shares; 2025Q2: 54,708 shares; 2025Q3: 53,785 shares; 2025Q4: 53,483 shares; 2026Q1: 61,940 shares; 2026Q2: 65,331 shares 65,331 $4.95M 0.29% +3,391 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,779 shares; 2026Q1: 8,087 shares; 2026Q2: 8,139 shares 8,139 $4.73M 0.27% +52 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,224 shares; 2024Q4: 33,903 shares; 2025Q1: 30,775 shares; 2025Q2: 35,528 shares; 2025Q3: 35,743 shares; 2025Q4: 36,060 shares; 2026Q1: 40,703 shares; 2026Q2: 45,420 shares 45,420 $4.46M 0.26% +4,717 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,192 shares; 2024Q4: 25,835 shares; 2025Q1: 25,529 shares; 2025Q2: 23,636 shares; 2025Q3: 23,119 shares; 2025Q4: 23,728 shares; 2026Q1: 23,018 shares; 2026Q2: 23,429 shares 23,429 $4.45M 0.26% +411 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,434 shares; 2024Q4: 25,379 shares; 2025Q1: 24,765 shares; 2025Q2: 25,572 shares; 2025Q3: 19,367 shares; 2025Q4: 18,753 shares; 2026Q1: 18,758 shares; 2026Q2: 19,379 shares 19,379 $4.27M 0.25% +621 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,270 shares; 2024Q4: 21,061 shares; 2025Q1: 24,672 shares; 2025Q2: 23,240 shares; 2025Q3: 23,252 shares; 2025Q4: 21,043 shares; 2026Q1: 27,916 shares; 2026Q2: 29,920 shares 29,920 $4.22M 0.24% +2,004 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,769 shares; 2026Q2: 38,504 shares 38,504 $4.03M 0.23% +1,735 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,897 shares; 2024Q4: 4,500 shares; 2025Q1: 4,684 shares; 2025Q2: 6,549 shares; 2025Q3: 5,143 shares; 2025Q4: 5,027 shares; 2026Q1: 17,254 shares; 2026Q2: 22,321 shares 22,321 $3.54M 0.21% +5,067 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,107 shares; 2024Q4: 19,062 shares; 2025Q1: 19,822 shares; 2025Q2: 19,574 shares; 2025Q3: 19,449 shares; 2025Q4: 22,709 shares; 2026Q1: 23,709 shares; 2026Q2: 24,744 shares 24,744 $3.18M 0.18% +1,035 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,355 shares; 2024Q4: 8,355 shares; 2025Q1: 8,355 shares; 2025Q2: 8,359 shares; 2025Q3: 8,359 shares; 2025Q4: 8,359 shares; 2026Q1: 8,355 shares; 2026Q2: 8,355 shares 8,355 $3.06M 0.18% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,260 shares; 2024Q4: 5,355 shares; 2025Q1: 5,855 shares; 2025Q2: 6,345 shares; 2025Q3: 6,461 shares; 2025Q4: 7,247 shares; 2026Q1: 7,697 shares; 2026Q2: 7,995 shares 7,995 $2.86M 0.17% +298 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,045 shares; 2024Q4: 39,416 shares; 2025Q1: 37,531 shares; 2025Q2: 36,926 shares; 2025Q3: 36,995 shares; 2025Q4: 35,392 shares; 2026Q1: 32,920 shares; 2026Q2: 32,983 shares 32,983 $2.79M 0.16% +63 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,071 shares; 2024Q4: 5,606 shares; 2025Q1: 5,172 shares; 2025Q2: 5,010 shares; 2025Q3: 4,760 shares; 2025Q4: 4,938 shares; 2026Q1: 4,505 shares; 2026Q2: 12,781 shares 12,781 $2.79M 0.16% +8,276 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,164 shares; 2024Q4: 2,854 shares; 2025Q1: 2,843 shares; 2025Q2: 2,886 shares; 2025Q3: 12,828 shares; 2025Q4: 14,964 shares; 2026Q1: 24,994 shares; 2026Q2: 15,000 shares 15,000 $2.78M 0.16% -9,994 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,629 shares; 2024Q4: 4,389 shares; 2025Q1: 4,829 shares; 2025Q2: 8,721 shares; 2025Q3: 9,400 shares; 2025Q4: 9,939 shares; 2026Q1: 11,686 shares; 2026Q2: 13,474 shares 13,474 $2.66M 0.15% +1,788 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,205 shares; 2024Q4: 85,825 shares; 2025Q1: 87,690 shares; 2025Q2: 91,866 shares; 2025Q3: 88,134 shares; 2025Q4: 88,192 shares; 2026Q1: 84,967 shares; 2026Q2: 82,584 shares 82,584 $2.39M 0.14% -2,383 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: 887 shares; 2025Q1: 934 shares; 2025Q2: 929 shares; 2025Q3: 984 shares; 2025Q4: 1,803 shares; 2026Q1: 1,995 shares; 2026Q2: 2,006 shares 2,006 $2.36M 0.14% +11 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,454 shares; 2024Q4: 26,759 shares; 2025Q1: 26,891 shares; 2025Q2: 25,091 shares; 2025Q3: 21,404 shares; 2025Q4: 21,196 shares; 2026Q1: 55,621 shares; 2026Q2: 45,871 shares 45,871 $2.32M 0.13% -9,750 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.13% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 196 shares; 2026Q1: 16,073 shares; 2026Q2: 18,121 shares 18,121 $2.13M 0.12% +2,048 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,479 shares; 2024Q4: 24,479 shares; 2025Q1: 24,406 shares; 2025Q2: 24,530 shares; 2025Q3: 24,445 shares; 2025Q4: 23,652 shares; 2026Q1: 26,276 shares; 2026Q2: 26,694 shares 26,694 $2.07M 0.12% +418 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,322 shares; 2024Q4: 1,357 shares; 2025Q1: 1,389 shares; 2025Q2: 1,210 shares; 2025Q3: 1,200 shares; 2025Q4: 1,195 shares; 2026Q1: 494 shares; 2026Q2: 11,540 shares 11,540 $2.06M 0.12% +11,046 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,605 shares; 2024Q4: 9,313 shares; 2025Q1: 9,469 shares; 2025Q2: 13,409 shares; 2025Q3: 11,676 shares; 2025Q4: 12,604 shares; 2026Q1: 13,861 shares; 2026Q2: 74,185 shares 74,185 $2.03M 0.12% +60,324 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,976 shares; 2024Q4: 112,962 shares; 2025Q1: 100,006 shares; 2025Q2: 80,631 shares; 2025Q3: 57,631 shares; 2025Q4: 41,631 shares; 2026Q1: 35,631 shares; 2026Q2: 19,631 shares 19,631 $2.02M 0.12% -16,000 Timeline PBJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,222 shares; 2024Q4: 45,681 shares; 2025Q1: 46,932 shares; 2025Q2: 49,099 shares; 2025Q3: 46,675 shares; 2025Q4: 42,327 shares; 2026Q1: 42,967 shares; 2026Q2: 41,761 shares 41,761 $1.97M 0.11% -1,206 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,061 shares; 2024Q4: 17,547 shares; 2025Q1: 18,820 shares; 2025Q2: 19,372 shares; 2025Q3: 19,342 shares; 2025Q4: 17,913 shares; 2026Q1: 16,365 shares; 2026Q2: 16,703 shares 16,703 $1.96M 0.11% +338 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,858 shares; 2024Q4: 4,880 shares; 2025Q1: 5,046 shares; 2025Q2: 4,939 shares; 2025Q3: 5,256 shares; 2025Q4: 5,662 shares; 2026Q1: 5,106 shares; 2026Q2: 4,998 shares 4,998 $1.81M 0.1% -108 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,065 shares; 2024Q4: 3,803 shares; 2025Q1: 4,021 shares; 2025Q2: 4,044 shares; 2025Q3: 4,299 shares; 2025Q4: 4,954 shares; 2026Q1: 4,560 shares; 2026Q2: 4,673 shares 4,673 $1.75M 0.1% +113 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,233 shares; 2024Q4: 3,147 shares; 2025Q1: 3,390 shares; 2025Q2: 3,204 shares; 2025Q3: 2,998 shares; 2025Q4: 3,099 shares; 2026Q1: 3,826 shares; 2026Q2: 6,004 shares 6,004 $1.69M 0.1% +2,178 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,788 shares; 2024Q4: 3,195 shares; 2025Q1: 3,675 shares; 2025Q2: 3,682 shares; 2025Q3: 3,692 shares; 2025Q4: 3,695 shares; 2026Q1: 3,584 shares; 2026Q2: 7,001 shares 7,001 $1.67M 0.1% +3,417 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,973 shares; 2024Q4: 6,470 shares; 2025Q1: 6,576 shares; 2025Q2: 6,475 shares; 2025Q3: 8,513 shares; 2025Q4: 9,430 shares; 2026Q1: 8,866 shares; 2026Q2: 10,273 shares 10,273 $1.51M 0.09% +1,407 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,401 shares; 2024Q4: 26,553 shares; 2025Q1: 26,184 shares; 2025Q2: 25,242 shares; 2025Q3: 5,163 shares; 2025Q4: 4,086 shares; 2026Q1: 3,719 shares; 2026Q2: 3,565 shares 3,565 $1.48M 0.09% -154 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860 shares; 2024Q4: 2,444 shares; 2025Q1: 3,066 shares; 2025Q2: 3,235 shares; 2025Q3: 3,486 shares; 2025Q4: 3,971 shares; 2026Q1: 3,857 shares; 2026Q2: 4,082 shares 4,082 $1.44M 0.08% +225 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,417 shares; 2024Q4: 12,385 shares; 2025Q1: 12,777 shares; 2025Q2: 13,481 shares; 2025Q3: 15,102 shares; 2025Q4: 15,229 shares; 2026Q1: 18,275 shares; 2026Q2: 19,105 shares 19,105 $1.42M 0.08% +830 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,641 shares; 2024Q4: 7,944 shares; 2025Q1: 6,958 shares; 2025Q2: 6,816 shares; 2025Q3: 6,701 shares; 2025Q4: 4,754 shares; 2026Q1: 3,934 shares; 2026Q2: 3,948 shares 3,948 $1.35M 0.08% +14 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,242 shares; 2024Q4: 2,242 shares; 2025Q1: 2,242 shares; 2025Q2: 1,844 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares; 2026Q2: 1,870 shares 1,870 $1.32M 0.08% +30 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 406 shares; 2024Q4: 371 shares; 2025Q1: 426 shares; 2025Q2: 895 shares; 2025Q3: 850 shares; 2025Q4: 912 shares; 2026Q1: 923 shares; 2026Q2: 1,076 shares 1,076 $1.29M 0.07% +153 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496 shares; 2024Q4: 476 shares; 2025Q1: 228 shares; 2025Q2: 1,307 shares; 2025Q3: 3,593 shares; 2025Q4: 3,969 shares; 2026Q1: 10,783 shares; 2026Q2: 11,901 shares 11,901 $1.27M 0.07% +1,118 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,814 shares; 2024Q4: 6,579 shares; 2025Q1: 6,884 shares; 2025Q2: 7,133 shares; 2025Q3: 6,193 shares; 2025Q4: 6,551 shares; 2026Q1: 8,366 shares; 2026Q2: 7,759 shares 7,759 $1.27M 0.07% -607 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,767 shares; 2024Q4: 1,303 shares; 2025Q1: 1,528 shares; 2025Q2: 1,570 shares; 2025Q3: 1,692 shares; 2025Q4: 1,792 shares; 2026Q1: 1,876 shares; 2026Q2: 1,790 shares 1,790 $1.23M 0.07% -86 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,953 shares; 2024Q4: 20,976 shares; 2025Q1: 22,290 shares; 2025Q2: 21,431 shares; 2025Q3: 21,400 shares; 2025Q4: 21,399 shares; 2026Q1: 24,562 shares; 2026Q2: 25,541 shares 25,541 $1.23M 0.07% +979 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,001 shares; 2024Q4: 16,504 shares; 2025Q1: 15,115 shares; 2025Q2: 15,539 shares; 2025Q3: 14,263 shares; 2025Q4: 14,457 shares; 2026Q1: 15,789 shares; 2026Q2: 14,502 shares 14,502 $1.2M 0.07% -1,287 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,094 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 1,993 shares; 2025Q3: 1,976 shares; 2025Q4: 2,419 shares; 2026Q1: 2,884 shares; 2026Q2: 2,890 shares 2,890 $1.2M 0.07% +6 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271 shares; 2024Q4: 374 shares; 2025Q1: 287 shares; 2025Q2: 986 shares; 2025Q3: 697 shares; 2025Q4: 1,954 shares; 2026Q1: 1,807 shares; 2026Q2: 9,595 shares 9,595 $1.19M 0.07% +7,788 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,202 shares; 2024Q4: 89,620 shares; 2025Q1: 16,604 shares; 2025Q2: 10,829 shares; 2025Q3: 10,719 shares; 2025Q4: 19,763 shares; 2026Q1: 19,222 shares; 2026Q2: 19,333 shares 19,333 $1.17M 0.07% +111 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,928 shares; 2024Q4: 5,964 shares; 2025Q1: 6,349 shares; 2025Q2: 6,748 shares; 2025Q3: 7,465 shares; 2025Q4: 6,976 shares; 2026Q1: 6,912 shares; 2026Q2: 7,203 shares 7,203 $1.17M 0.07% +291 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,935 shares; 2024Q4: 3,362 shares; 2025Q1: 3,356 shares; 2025Q2: 2,753 shares; 2025Q3: 2,852 shares; 2025Q4: 2,725 shares; 2026Q1: 3,153 shares; 2026Q2: 3,898 shares 3,898 $1.16M 0.07% +745 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,986 shares; 2024Q4: 4,252 shares; 2025Q1: 4,241 shares; 2025Q2: 4,456 shares; 2025Q3: 4,845 shares; 2025Q4: 5,064 shares; 2026Q1: 5,600 shares; 2026Q2: 5,436 shares 5,436 $1.16M 0.07% -164 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 661 shares; 2024Q4: 432 shares; 2025Q1: 579 shares; 2025Q2: 718 shares; 2025Q3: 925 shares; 2025Q4: 1,516 shares; 2026Q1: 1,228 shares; 2026Q2: 1,547 shares 1,547 $1.14M 0.07% +319 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,207 shares; 2024Q4: 2,243 shares; 2025Q1: 9,497 shares; 2025Q2: 11,459 shares; 2025Q3: 3,971 shares; 2025Q4: 3,590 shares; 2026Q1: 3,936 shares; 2026Q2: 13,681 shares 13,681 $1.14M 0.07% +9,745 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,834 shares; 2024Q4: 1,834 shares; 2025Q1: 1,877 shares; 2025Q2: 1,948 shares; 2025Q3: 1,615 shares; 2025Q4: 3,191 shares; 2026Q1: 3,191 shares; 2026Q2: 3,248 shares 3,248 $1.1M 0.06% +57 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,888 shares; 2024Q4: 15,991 shares; 2025Q1: 19,231 shares; 2025Q2: 22,707 shares; 2025Q3: 23,513 shares; 2025Q4: 26,221 shares; 2026Q1: 36,045 shares; 2026Q2: 36,091 shares 36,091 $1.09M 0.06% +46 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,302 shares; 2024Q4: 2,649 shares; 2025Q1: 2,675 shares; 2025Q2: 2,502 shares; 2025Q3: 2,777 shares; 2025Q4: 2,897 shares; 2026Q1: 2,908 shares; 2026Q2: 3,627 shares 3,627 $1.08M 0.06% +719 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,623 shares; 2024Q4: 1,982 shares; 2025Q1: 2,212 shares; 2025Q2: 2,691 shares; 2025Q3: 2,745 shares; 2025Q4: 2,684 shares; 2026Q1: 2,753 shares; 2026Q2: 2,926 shares 2,926 $1.08M 0.06% +173 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,037 shares; 2024Q4: 3,340 shares; 2025Q1: 2,531 shares; 2025Q2: 2,291 shares; 2025Q3: 2,353 shares; 2025Q4: 2,320 shares; 2026Q1: 2,225 shares; 2026Q2: 2,115 shares 2,115 $1.08M 0.06% -110 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,162 shares; 2024Q4: 19,678 shares; 2025Q1: 19,440 shares; 2025Q2: 6,390 shares; 2025Q3: 5,011 shares; 2025Q4: 4,834 shares; 2026Q1: 4,283 shares; 2026Q2: 3,697 shares 3,697 $1.05M 0.06% -586 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,263 shares; 2025Q3: 3,023 shares; 2025Q4: 3,285 shares; 2026Q1: 3,149 shares; 2026Q2: 3,798 shares 3,798 $970K 0.06% +649 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,494 shares; 2024Q4: 4,778 shares; 2025Q1: 6,179 shares; 2025Q2: 6,145 shares; 2025Q3: 6,371 shares; 2025Q4: 7,689 shares; 2026Q1: 7,689 shares; 2026Q2: 7,036 shares 7,036 $963K 0.06% -653 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,374 shares; 2024Q4: 2,850 shares; 2025Q1: 3,356 shares; 2025Q2: 3,527 shares; 2025Q3: 3,492 shares; 2025Q4: 3,648 shares; 2026Q1: 4,086 shares; 2026Q2: 4,285 shares 4,285 $955K 0.06% +199 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,048 shares; 2024Q4: 15,285 shares; 2025Q1: 17,797 shares; 2025Q2: 27,867 shares; 2025Q3: 26,999 shares; 2025Q4: 27,752 shares; 2026Q1: 26,986 shares; 2026Q2: 29,978 shares 29,978 $951K 0.06% +2,992 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,886 shares; 2024Q4: 13,218 shares; 2025Q1: 13,254 shares; 2025Q2: 13,218 shares; 2025Q3: 13,302 shares; 2025Q4: 13,153 shares; 2026Q1: 13,049 shares; 2026Q2: 13,187 shares 13,187 $943K 0.05% +138 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,591 shares; 2024Q4: 7,591 shares; 2025Q1: 7,671 shares; 2025Q2: 7,947 shares; 2025Q3: 7,989 shares; 2025Q4: 7,991 shares; 2026Q1: 7,871 shares; 2026Q2: 7,976 shares 7,976 $935K 0.05% +105 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,509 shares; 2024Q4: 40,895 shares; 2025Q1: 40,798 shares; 2025Q2: 40,798 shares; 2025Q3: 40,798 shares; 2025Q4: 40,798 shares; 2026Q1: 40,798 shares; 2026Q2: 44,584 shares 44,584 $922K 0.05% +3,786 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,024 shares; 2024Q4: 2,031 shares; 2025Q1: 1,616 shares; 2025Q2: 1,536 shares; 2025Q3: 1,474 shares; 2025Q4: 1,393 shares; 2026Q1: 1,255 shares; 2026Q2: 1,209 shares 1,209 $913K 0.05% -46 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,061 shares; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 981 shares; 2025Q4: 1,318 shares; 2026Q1: 1,312 shares; 2026Q2: 2,252 shares 2,252 $895K 0.05% +940 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,034 shares; 2024Q4: 6,284 shares; 2025Q1: 5,856 shares; 2025Q2: 6,236 shares; 2025Q3: 6,890 shares; 2025Q4: 6,574 shares; 2026Q1: 6,090 shares; 2026Q2: 6,095 shares 6,095 $893K 0.05% +5 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,098 shares; 2024Q4: 11,752 shares; 2025Q1: 11,636 shares; 2025Q2: 10,741 shares; 2025Q3: 12,518 shares; 2025Q4: 8,939 shares; 2026Q1: 7,622 shares; 2026Q2: 8,872 shares 8,872 $872K 0.05% +1,250 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,854 shares; 2024Q4: 3,851 shares; 2025Q1: 8,310 shares; 2025Q2: 8,310 shares; 2025Q3: 8,310 shares; 2025Q4: 8,310 shares; 2026Q1: 9,214 shares; 2026Q2: 9,214 shares 9,214 $855K 0.05% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,932 shares; 2024Q4: 26,455 shares; 2025Q1: 28,800 shares; 2025Q2: 29,599 shares; 2025Q3: 30,580 shares; 2025Q4: 41,068 shares; 2026Q1: 34,700 shares; 2026Q2: 35,247 shares 35,247 $849K 0.05% +547 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,142 shares; 2024Q4: 16,946 shares; 2025Q1: 17,091 shares; 2025Q2: 15,533 shares; 2025Q3: 15,443 shares; 2025Q4: 20,715 shares; 2026Q1: 19,673 shares; 2026Q2: 19,924 shares 19,924 $844K 0.05% +251 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,946 shares; 2024Q4: 21,955 shares; 2025Q1: 22,791 shares; 2025Q2: 30,480 shares; 2025Q3: 28,605 shares; 2025Q4: 34,540 shares; 2026Q1: 29,180 shares; 2026Q2: 22,988 shares 22,988 $831K 0.05% -6,192 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,356 shares; 2024Q4: 4,371 shares; 2025Q1: 4,235 shares; 2025Q2: 4,242 shares; 2025Q3: 4,005 shares; 2025Q4: 4,058 shares; 2026Q1: 3,963 shares; 2026Q2: 4,030 shares 4,030 $826K 0.05% +67 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,512 shares; 2024Q4: 858 shares; 2025Q1: 786 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 1,021 shares; 2026Q1: 1,097 shares; 2026Q2: 6,757 shares 6,757 $808K 0.05% +5,660 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,228 shares; 2024Q4: 6,112 shares; 2025Q1: 6,171 shares; 2025Q2: 6,328 shares; 2025Q3: 6,863 shares; 2025Q4: 9,337 shares; 2026Q1: 8,432 shares; 2026Q2: 8,177 shares 8,177 $783K 0.05% -255 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,168 shares; 2024Q4: 22,268 shares; 2025Q1: 23,721 shares; 2025Q2: 30,031 shares; 2025Q3: 26,694 shares; 2025Q4: 27,075 shares; 2026Q1: 24,873 shares; 2026Q2: 24,873 shares 24,873 $774K 0.04% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,033 shares; 2024Q4: 6,060 shares; 2025Q1: 6,060 shares; 2025Q2: 6,064 shares; 2025Q3: 6,065 shares; 2025Q4: 6,994 shares; 2026Q1: 6,857 shares; 2026Q2: 6,695 shares 6,695 $769K 0.04% -162 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,997 shares; 2024Q4: 12,241 shares; 2025Q1: 12,252 shares; 2025Q2: 12,311 shares; 2025Q3: 7,433 shares; 2025Q4: 6,329 shares; 2026Q1: 6,184 shares; 2026Q2: 8,809 shares 8,809 $766K 0.04% +2,625 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,272 shares; 2024Q4: 8,532 shares; 2025Q1: 9,461 shares; 2025Q2: 8,892 shares; 2025Q3: 10,190 shares; 2025Q4: 9,576 shares; 2026Q1: 9,050 shares; 2026Q2: 10,017 shares 10,017 $721K 0.04% +967 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,613 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,388 shares; 2026Q1: 4,680 shares; 2026Q2: 4,920 shares 4,920 $687K 0.04% +240 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,589 shares; 2024Q4: 4,704 shares; 2025Q1: 4,750 shares; 2025Q2: 4,711 shares; 2025Q3: 4,655 shares; 2025Q4: 4,676 shares; 2026Q1: 4,637 shares; 2026Q2: 5,437 shares 5,437 $687K 0.04% +800 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,241 shares; 2024Q4: 6,388 shares; 2025Q1: 5,836 shares; 2025Q2: 5,061 shares; 2025Q3: 5,092 shares; 2025Q4: 6,205 shares; 2026Q1: 6,048 shares; 2026Q2: 6,062 shares 6,062 $687K 0.04% +14 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,208 shares; 2024Q4: 55,614 shares; 2025Q1: 16,119 shares; 2025Q2: 14,061 shares; 2025Q3: 12,820 shares; 2025Q4: 5,725 shares; 2026Q1: 4,764 shares; 2026Q2: 4,877 shares 4,877 $678K 0.04% +113 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,975 shares; 2024Q4: 5,149 shares; 2025Q1: 5,478 shares; 2025Q2: 5,711 shares; 2025Q3: 6,222 shares; 2025Q4: 6,443 shares; 2026Q1: 6,202 shares; 2026Q2: 7,277 shares 7,277 $660K 0.04% +1,075 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,975 shares; 2024Q4: 16,475 shares; 2025Q1: 17,975 shares; 2025Q2: 18,083 shares; 2025Q3: 18,083 shares; 2025Q4: 17,975 shares; 2026Q1: 17,975 shares; 2026Q2: 18,067 shares 18,067 $657K 0.04% +92 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,389 shares; 2024Q4: 4,971 shares; 2025Q1: 5,188 shares; 2025Q2: 4,844 shares; 2025Q3: 5,213 shares; 2025Q4: 6,229 shares; 2026Q1: 4,840 shares; 2026Q2: 6,157 shares 6,157 $640K 0.04% +1,317 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,177 shares; 2024Q4: 1,217 shares; 2025Q1: 1,177 shares; 2025Q2: 1,290 shares; 2025Q3: 1,178 shares; 2025Q4: 1,349 shares; 2026Q1: 1,277 shares; 2026Q2: 1,287 shares 1,287 $632K 0.04% +10 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 65 shares; 2025Q1: 189 shares; 2025Q2: 287 shares; 2025Q3: 288 shares; 2025Q4: 779 shares; 2026Q1: 3,079 shares; 2026Q2: 2,966 shares 2,966 $631K 0.04% -113 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,294 shares; 2024Q4: 2,294 shares; 2025Q1: 2,299 shares; 2025Q2: 2,299 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares; 2026Q1: 2,295 shares; 2026Q2: 2,306 shares 2,306 $618K 0.04% +11 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,954 shares; 2024Q4: 7,608 shares; 2025Q1: 7,233 shares; 2025Q2: 6,840 shares; 2025Q3: 7,309 shares; 2025Q4: 7,649 shares; 2026Q1: 7,255 shares; 2026Q2: 7,345 shares 7,345 $607K 0.04% +90 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,251 shares; 2025Q4: 11,180 shares; 2026Q1: 11,011 shares; 2026Q2: 12,118 shares 12,118 $604K 0.04% +1,107 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 171 shares; 2026Q2: 2,165 shares 2,165 $592K 0.03% +1,994 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 428 shares; 2025Q3: 425 shares; 2025Q4: 428 shares; 2026Q1: 431 shares; 2026Q2: 433 shares 433 $589K 0.03% +2 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,768 shares; 2024Q4: 10,626 shares; 2025Q1: 10,914 shares; 2025Q2: 11,236 shares; 2025Q3: 14,014 shares; 2025Q4: 14,552 shares; 2026Q1: 17,952 shares; 2026Q2: 18,320 shares 18,320 $586K 0.03% +368 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,776 shares; 2025Q3: 4,427 shares; 2025Q4: 4,218 shares; 2026Q1: 7,098 shares; 2026Q2: 6,716 shares 6,716 $585K 0.03% -382 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 668 shares; 2024Q4: 662 shares; 2025Q1: 510 shares; 2025Q2: 605 shares; 2025Q3: 599 shares; 2025Q4: 6,705 shares; 2026Q1: 6,257 shares; 2026Q2: 8,168 shares 8,168 $583K 0.03% +1,911 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,420 shares; 2025Q2: 2,420 shares; 2025Q3: 2,429 shares; 2025Q4: 2,429 shares; 2026Q1: 2,425 shares; 2026Q2: 2,423 shares 2,423 $577K 0.03% -2 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,832 shares; 2024Q4: 10,832 shares; 2025Q1: 10,832 shares; 2025Q2: 11,049 shares; 2025Q3: 10,832 shares; 2025Q4: 10,832 shares; 2026Q1: 10,832 shares; 2026Q2: 11,485 shares 11,485 $567K 0.03% +653 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,500 shares; 2025Q3: 16,405 shares; 2025Q4: 20,923 shares; 2026Q1: 24,105 shares; 2026Q2: 17,394 shares 17,394 $563K 0.03% -6,711 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802 shares; 2024Q4: 863 shares; 2025Q1: 1,087 shares; 2025Q2: 1,342 shares; 2025Q3: 1,277 shares; 2025Q4: 1,243 shares; 2026Q1: 1,266 shares; 2026Q2: 1,334 shares 1,334 $561K 0.03% +68 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,285 shares; 2024Q4: 175,649 shares; 2025Q1: 188,575 shares; 2025Q2: 39,801 shares; 2025Q3: 27,698 shares; 2025Q4: 19,718 shares; 2026Q1: 12,490 shares; 2026Q2: 9,621 shares 9,621 $560K 0.03% -2,869 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,103 shares; 2024Q4: 1,108 shares; 2025Q1: 1,552 shares; 2025Q2: 1,528 shares; 2025Q3: 1,519 shares; 2025Q4: 2,122 shares; 2026Q1: 2,097 shares; 2026Q2: 1,858 shares 1,858 $558K 0.03% -239 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,823 shares; 2024Q4: 153 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,261 shares; 2025Q4: 1,264 shares; 2026Q1: 1,265 shares; 2026Q2: 6,327 shares 6,327 $556K 0.03% +5,062 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 2,758 shares; 2025Q3: 2,643 shares; 2025Q4: 2,799 shares; 2026Q1: 2,643 shares; 2026Q2: 2,643 shares 2,643 $547K 0.03% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,900 shares 3,900 $529K 0.03% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,483 shares; 2026Q1: 2,256 shares; 2026Q2: 2,415 shares 2,415 $528K 0.03% +159 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,604 shares; 2024Q4: not reported; 2025Q1: 5,353 shares; 2025Q2: 5,678 shares; 2025Q3: 5,184 shares; 2025Q4: 5,098 shares; 2026Q1: 4,860 shares; 2026Q2: 5,565 shares 5,565 $520K 0.03% +705 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,517 shares; 2024Q4: 15,517 shares; 2025Q1: 15,496 shares; 2025Q2: 15,496 shares; 2025Q3: 15,218 shares; 2025Q4: 14,647 shares; 2026Q1: 14,658 shares; 2026Q2: 14,077 shares 14,077 $517K 0.03% -581 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 1,151 shares; 2025Q1: 1,110 shares; 2025Q2: 1,178 shares; 2025Q3: 1,178 shares; 2025Q4: 1,313 shares; 2026Q1: 1,113 shares; 2026Q2: 984 shares 984 $514K 0.03% -129 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,311 shares; 2024Q4: 2,766 shares; 2025Q1: 2,496 shares; 2025Q2: 2,788 shares; 2025Q3: 2,541 shares; 2025Q4: 2,578 shares; 2026Q1: 3,410 shares; 2026Q2: 3,704 shares 3,704 $505K 0.03% +294 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,474 shares; 2024Q4: 5,474 shares; 2025Q1: 5,517 shares; 2025Q2: 4,000 shares; 2025Q3: 7,318 shares; 2025Q4: 6,606 shares; 2026Q1: 6,102 shares; 2026Q2: 6,142 shares 6,142 $499K 0.03% +40 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,796 shares; 2025Q4: not reported; 2026Q1: 1,069 shares; 2026Q2: 1,145 shares 1,145 $496K 0.03% +76 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,365 shares; 2024Q4: 4,188 shares; 2025Q1: 4,197 shares; 2025Q2: 3,802 shares; 2025Q3: 3,801 shares; 2025Q4: 3,332 shares; 2026Q1: 3,244 shares; 2026Q2: 3,426 shares 3,426 $490K 0.03% +182 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,272 shares; 2024Q4: 4,121 shares; 2025Q1: 4,121 shares; 2025Q2: 4,107 shares; 2025Q3: 4,122 shares; 2025Q4: 4,579 shares; 2026Q1: 4,985 shares; 2026Q2: 6,234 shares 6,234 $490K 0.03% +1,249 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832 shares; 2024Q4: 837 shares; 2025Q1: 926 shares; 2025Q2: 978 shares; 2025Q3: 1,075 shares; 2025Q4: 926 shares; 2026Q1: 926 shares; 2026Q2: 941 shares 941 $479K 0.03% +15 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 582 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 697 shares; 2025Q3: 925 shares; 2025Q4: 924 shares; 2026Q1: 888 shares; 2026Q2: 872 shares 872 $470K 0.03% -16 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,160 shares; 2024Q4: 2,108 shares; 2025Q1: 2,108 shares; 2025Q2: 2,258 shares; 2025Q3: 2,108 shares; 2025Q4: 2,108 shares; 2026Q1: 1,943 shares; 2026Q2: 2,113 shares 2,113 $467K 0.03% +170 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,136 shares; 2026Q2: 3,513 shares 3,513 $467K 0.03% +1,377 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,270 shares; 2024Q4: 7,270 shares; 2025Q1: 6,420 shares; 2025Q2: 5,347 shares; 2025Q3: 5,417 shares; 2025Q4: 6,497 shares; 2026Q1: 6,597 shares; 2026Q2: 6,745 shares 6,745 $466K 0.03% +148 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,799 shares; 2025Q2: 7,091 shares; 2025Q3: 7,021 shares; 2025Q4: 7,576 shares; 2026Q1: 7,432 shares; 2026Q2: 6,537 shares 6,537 $466K 0.03% -895 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,366 shares; 2024Q4: 2,567 shares; 2025Q1: 3,102 shares; 2025Q2: 2,483 shares; 2025Q3: 2,037 shares; 2025Q4: 1,907 shares; 2026Q1: 2,782 shares; 2026Q2: 2,782 shares 2,782 $457K 0.03% 0 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,357 shares; 2025Q4: 6,703 shares; 2026Q1: 8,064 shares; 2026Q2: 8,770 shares 8,770 $449K 0.03% +706 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,780 shares; 2025Q1: 1,891 shares; 2025Q2: 1,896 shares; 2025Q3: 1,895 shares; 2025Q4: 1,883 shares; 2026Q1: 1,832 shares; 2026Q2: 1,857 shares 1,857 $441K 0.03% +25 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249 shares; 2024Q4: 267 shares; 2025Q1: 140 shares; 2025Q2: 692 shares; 2025Q3: 357 shares; 2025Q4: 1,313 shares; 2026Q1: 1,495 shares; 2026Q2: 1,817 shares 1,817 $441K 0.03% +322 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,437 shares; 2024Q4: 6,045 shares; 2025Q1: 5,464 shares; 2025Q2: 4,857 shares; 2025Q3: 4,975 shares; 2025Q4: 4,950 shares; 2026Q1: 5,247 shares; 2026Q2: 4,609 shares 4,609 $440K 0.03% -638 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,904 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,524 shares; 2025Q4: 3,114 shares; 2026Q1: 5,069 shares; 2026Q2: 5,221 shares 5,221 $436K 0.03% +152 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,858 shares; 2024Q4: 8,513 shares; 2025Q1: 9,848 shares; 2025Q2: 10,929 shares; 2025Q3: 10,929 shares; 2025Q4: 11,785 shares; 2026Q1: 10,541 shares; 2026Q2: 10,541 shares 10,541 $430K 0.02% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,607 shares; 2024Q4: 8,113 shares; 2025Q1: 7,999 shares; 2025Q2: 8,074 shares; 2025Q3: 8,114 shares; 2025Q4: 8,329 shares; 2026Q1: 8,029 shares; 2026Q2: 9,257 shares 9,257 $427K 0.02% +1,228 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,597 shares; 2024Q4: 10,597 shares; 2025Q1: 10,597 shares; 2025Q2: 12,097 shares; 2025Q3: 12,097 shares; 2025Q4: 18,732 shares; 2026Q1: 19,932 shares; 2026Q2: 20,831 shares 20,831 $427K 0.02% +899 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,181 shares; 2024Q4: 13,288 shares; 2025Q1: 12,713 shares; 2025Q2: 12,235 shares; 2025Q3: 11,499 shares; 2025Q4: 11,499 shares; 2026Q1: 7,811 shares; 2026Q2: 7,811 shares 7,811 $427K 0.02% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905 shares; 2024Q4: 2,618 shares; 2025Q1: 3,556 shares; 2025Q2: 4,866 shares; 2025Q3: 6,097 shares; 2025Q4: 6,735 shares; 2026Q1: 8,774 shares; 2026Q2: 9,641 shares 9,641 $425K 0.02% +867 Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,530 shares; 2024Q4: 9,011 shares; 2025Q1: 7,887 shares; 2025Q2: 5,934 shares; 2025Q3: 7,732 shares; 2025Q4: 7,732 shares; 2026Q1: 8,950 shares; 2026Q2: 11,727 shares 11,727 $421K 0.02% +2,777 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,204 shares; 2026Q1: 5,393 shares; 2026Q2: 4,683 shares 4,683 $415K 0.02% -710 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,451 shares; 2024Q4: 3,693 shares; 2025Q1: 3,693 shares; 2025Q2: 3,408 shares; 2025Q3: 2,497 shares; 2025Q4: 2,799 shares; 2026Q1: 2,607 shares; 2026Q2: 3,419 shares 3,419 $409K 0.02% +812 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: 498 shares; 2025Q1: 771 shares; 2025Q2: 764 shares; 2025Q3: 760 shares; 2025Q4: 799 shares; 2026Q1: 808 shares; 2026Q2: 4,739 shares 4,739 $408K 0.02% +3,931 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,213 shares; 2024Q4: 1,174 shares; 2025Q1: 1,572 shares; 2025Q2: 1,128 shares; 2025Q3: 1,273 shares; 2025Q4: 1,308 shares; 2026Q1: 1,294 shares; 2026Q2: 1,185 shares 1,185 $408K 0.02% -109 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,598 shares; 2024Q4: 1,572 shares; 2025Q1: 1,648 shares; 2025Q2: 1,785 shares; 2025Q3: 1,798 shares; 2025Q4: 1,975 shares; 2026Q1: 2,024 shares; 2026Q2: 1,867 shares 1,867 $404K 0.02% -157 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 757 shares; 2024Q4: 757 shares; 2025Q1: 794 shares; 2025Q2: 814 shares; 2025Q3: 801 shares; 2025Q4: 788 shares; 2026Q1: 788 shares; 2026Q2: 812 shares 812 $402K 0.02% +24 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,217 shares; 2024Q4: 3,190 shares; 2025Q1: 3,215 shares; 2025Q2: 2,952 shares; 2025Q3: 2,861 shares; 2025Q4: 2,861 shares; 2026Q1: 2,951 shares; 2026Q2: 3,076 shares 3,076 $402K 0.02% +125 Timeline MEI METHODE ELECTRS INC More: the full row for METHODE ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,196 shares; 2024Q4: 49,817 shares; 2025Q1: 59,817 shares; 2025Q2: 59,817 shares; 2025Q3: 59,817 shares; 2025Q4: 49,817 shares; 2026Q1: 43,507 shares; 2026Q2: 20,589 shares 20,589 $391K 0.02% -22,918 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,300 shares; 2026Q2: 3,534 shares 3,534 $388K 0.02% +234 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,261 shares 2,261 $386K 0.02% new Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,864 shares; 2024Q4: 4,864 shares; 2025Q1: 4,864 shares; 2025Q2: 4,864 shares; 2025Q3: 4,864 shares; 2025Q4: 4,864 shares; 2026Q1: 4,452 shares; 2026Q2: 5,485 shares 5,485 $377K 0.02% +1,033 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,675 shares; 2025Q1: 11,645 shares; 2025Q2: 7,590 shares; 2025Q3: 7,739 shares; 2025Q4: 14,490 shares; 2026Q1: 16,917 shares; 2026Q2: 18,183 shares 18,183 $376K 0.02% +1,266 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,346 shares; 2025Q3: 1,651 shares; 2025Q4: 1,859 shares; 2026Q1: 1,730 shares; 2026Q2: 2,148 shares 2,148 $375K 0.02% +418 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,104 shares; 2024Q4: 764 shares; 2025Q1: 590 shares; 2025Q2: 944 shares; 2025Q3: 830 shares; 2025Q4: 1,340 shares; 2026Q1: 849 shares; 2026Q2: 1,230 shares 1,230 $373K 0.02% +381 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860 shares; 2024Q4: 1,011 shares; 2025Q1: 965 shares; 2025Q2: 987 shares; 2025Q3: 739 shares; 2025Q4: 587 shares; 2026Q1: 612 shares; 2026Q2: 561 shares 561 $368K 0.02% -51 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 856 shares; 2026Q1: 1,189 shares; 2026Q2: 1,306 shares 1,306 $363K 0.02% +117 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,424 shares; 2025Q4: 1,387 shares; 2026Q1: 1,362 shares; 2026Q2: 1,421 shares 1,421 $363K 0.02% +59 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,142 shares; 2024Q4: 2,142 shares; 2025Q1: 2,142 shares; 2025Q2: 1,651 shares; 2025Q3: 1,651 shares; 2025Q4: 1,651 shares; 2026Q1: 1,768 shares; 2026Q2: 2,227 shares 2,227 $357K 0.02% +459 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,994 shares; 2026Q1: 2,934 shares; 2026Q2: 2,347 shares 2,347 $355K 0.02% -587 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,277 shares; 2024Q4: 2,361 shares; 2025Q1: 2,486 shares; 2025Q2: 2,748 shares; 2025Q3: 2,931 shares; 2025Q4: 3,644 shares; 2026Q1: 5,042 shares; 2026Q2: 3,794 shares 3,794 $354K 0.02% -1,248 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,857 shares; 2024Q4: 10,867 shares; 2025Q1: 20,985 shares; 2025Q2: 20,593 shares; 2025Q3: 23,611 shares; 2025Q4: 28,490 shares; 2026Q1: 29,119 shares; 2026Q2: 1,352 shares 1,352 $353K 0.02% -27,767 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: not reported; 2025Q1: 868 shares; 2025Q2: 979 shares; 2025Q3: 982 shares; 2025Q4: 952 shares; 2026Q1: 873 shares; 2026Q2: 825 shares 825 $352K 0.02% -48 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,564 shares; 2024Q4: 3,509 shares; 2025Q1: 3,540 shares; 2025Q2: 3,541 shares; 2025Q3: 4,902 shares; 2025Q4: 3,670 shares; 2026Q1: 3,663 shares; 2026Q2: 3,785 shares 3,785 $347K 0.02% +122 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,847 shares; 2024Q4: 31,785 shares; 2025Q1: 41,400 shares; 2025Q2: 49,631 shares; 2025Q3: 44,245 shares; 2025Q4: 53,284 shares; 2026Q1: 12,481 shares; 2026Q2: 11,732 shares 11,732 $345K 0.02% -749 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 529 shares 529 $338K 0.02% new Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,998 shares; 2024Q4: 5,705 shares; 2025Q1: 5,690 shares; 2025Q2: 5,125 shares; 2025Q3: 5,125 shares; 2025Q4: not reported; 2026Q1: 3,377 shares; 2026Q2: 3,551 shares 3,551 $336K 0.02% +174 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,896 shares; 2026Q1: 1,705 shares; 2026Q2: 2,112 shares 2,112 $331K 0.02% +407 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,799 shares; 2024Q4: 2,990 shares; 2025Q1: 6,132 shares; 2025Q2: 17,351 shares; 2025Q3: 13,600 shares; 2025Q4: 28,203 shares; 2026Q1: 21,525 shares; 2026Q2: 11,944 shares 11,944 $331K 0.02% -9,581 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 235 shares 235 $324K 0.02% new Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,580 shares; 2024Q4: 2,240 shares; 2025Q1: 2,526 shares; 2025Q2: 2,721 shares; 2025Q3: 3,044 shares; 2025Q4: 3,185 shares; 2026Q1: 3,891 shares; 2026Q2: 4,198 shares 4,198 $323K 0.02% +307 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,354 shares; 2024Q4: 42,078 shares; 2025Q1: 42,440 shares; 2025Q2: 43,084 shares; 2025Q3: 6,233 shares; 2025Q4: 5,066 shares; 2026Q1: 3,253 shares; 2026Q2: 2,738 shares 2,738 $323K 0.02% -515 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,974 shares; 2024Q4: 1,973 shares; 2025Q1: 1,973 shares; 2025Q2: 1,360 shares; 2025Q3: 1,984 shares; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares; 2026Q2: 1,347 shares 1,347 $321K 0.02% +25 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,336 shares; 2024Q4: 3,336 shares; 2025Q1: 3,336 shares; 2025Q2: 3,337 shares; 2025Q3: 3,349 shares; 2025Q4: 3,635 shares; 2026Q1: 3,641 shares; 2026Q2: 3,973 shares 3,973 $319K 0.02% +332 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,522 shares; 2024Q4: 6,522 shares; 2025Q1: 6,522 shares; 2025Q2: 6,522 shares; 2025Q3: 6,522 shares; 2025Q4: 6,522 shares; 2026Q1: 6,522 shares; 2026Q2: 6,522 shares 6,522 $311K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,551 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,013 shares 2,013 $309K 0.02% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,661 shares; 2024Q4: 8,128 shares; 2025Q1: 8,128 shares; 2025Q2: 5,756 shares; 2025Q3: 5,588 shares; 2025Q4: 5,489 shares; 2026Q1: 5,409 shares; 2026Q2: 5,350 shares 5,350 $308K 0.02% -59 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,640 shares; 2026Q2: 4,798 shares 4,798 $307K 0.02% +1,158 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,220 shares; 2024Q4: 2,775 shares; 2025Q1: 3,501 shares; 2025Q2: 3,418 shares; 2025Q3: 2,775 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares; 2026Q2: 3,907 shares 3,907 $304K 0.02% +1,094 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,082 shares; 2024Q4: 2,088 shares; 2025Q1: 2,093 shares; 2025Q2: 2,102 shares; 2025Q3: 2,108 shares; 2025Q4: 2,113 shares; 2026Q1: 2,122 shares; 2026Q2: 2,124 shares 2,124 $303K 0.02% +2 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,217 shares; 2024Q4: 3,217 shares; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares; 2025Q3: 3,989 shares; 2025Q4: 3,989 shares; 2026Q1: 3,989 shares; 2026Q2: 4,525 shares 4,525 $297K 0.02% +536 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,757 shares; 2025Q1: 5,667 shares; 2025Q2: 4,379 shares; 2025Q3: 3,830 shares; 2025Q4: 2,495 shares; 2026Q1: 2,526 shares; 2026Q2: 2,525 shares 2,525 $295K 0.02% -1 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,610 shares; 2024Q4: 1,593 shares; 2025Q1: 1,762 shares; 2025Q2: 2,181 shares; 2025Q3: 2,351 shares; 2025Q4: 4,988 shares; 2026Q1: 5,409 shares; 2026Q2: 5,747 shares 5,747 $292K 0.02% +338 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,793 shares 1,793 $292K 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 827 shares; 2024Q4: 832 shares; 2025Q1: 836 shares; 2025Q2: 1,940 shares; 2025Q3: 1,944 shares; 2025Q4: 1,949 shares; 2026Q1: 1,853 shares; 2026Q2: 1,891 shares 1,891 $288K 0.02% +38 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $288K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,048 shares; 2025Q3: 2,883 shares; 2025Q4: 2,756 shares; 2026Q1: not reported; 2026Q2: 2,747 shares 2,747 $284K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,602 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,567 shares; 2026Q2: 3,855 shares 3,855 $283K 0.02% +288 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,056 shares; 2024Q4: 3,056 shares; 2025Q1: 3,244 shares; 2025Q2: 3,244 shares; 2025Q3: 3,244 shares; 2025Q4: 3,244 shares; 2026Q1: 3,244 shares; 2026Q2: 3,244 shares 3,244 $281K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,305 shares; 2024Q4: 2,086 shares; 2025Q1: 1,769 shares; 2025Q2: 1,666 shares; 2025Q3: 1,667 shares; 2025Q4: 1,692 shares; 2026Q1: 1,668 shares; 2026Q2: 1,715 shares 1,715 $280K 0.02% +47 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,397 shares; 2025Q3: 3,397 shares; 2025Q4: 3,397 shares; 2026Q1: 3,397 shares; 2026Q2: 3,397 shares 3,397 $279K 0.02% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: 844 shares; 2025Q3: 751 shares; 2025Q4: 753 shares; 2026Q1: 754 shares; 2026Q2: 805 shares 805 $277K 0.02% +51 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,203 shares; 2024Q4: 6,752 shares; 2025Q1: 6,716 shares; 2025Q2: 12,148 shares; 2025Q3: 9,716 shares; 2025Q4: 8,776 shares; 2026Q1: 7,230 shares; 2026Q2: 7,230 shares 7,230 $275K 0.02% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,410 shares 1,410 $275K 0.02% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 1 shares; 2025Q2: 362 shares; 2025Q3: 677 shares; 2025Q4: 316 shares; 2026Q1: 1 shares; 2026Q2: 3,318 shares 3,318 $272K 0.02% +3,317 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 921 shares; 2026Q1: 1,254 shares; 2026Q2: 1,186 shares 1,186 $272K 0.02% -68 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,255 shares; 2024Q4: not reported; 2025Q1: 1,394 shares; 2025Q2: 1,214 shares; 2025Q3: 1,214 shares; 2025Q4: 1,305 shares; 2026Q1: 1,143 shares; 2026Q2: 1,143 shares 1,143 $270K 0.02% 0 Timeline EFSI EAGLE FINL SVCS INC More: the full row for EAGLE FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,500 shares; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $269K 0.02% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 462 shares; 2024Q4: 506 shares; 2025Q1: 561 shares; 2025Q2: 621 shares; 2025Q3: 677 shares; 2025Q4: 434 shares; 2026Q1: 416 shares; 2026Q2: 431 shares 431 $268K 0.02% +15 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,358 shares; 2024Q4: 3,266 shares; 2025Q1: 3,356 shares; 2025Q2: 3,361 shares; 2025Q3: 3,294 shares; 2025Q4: 3,387 shares; 2026Q1: 3,388 shares; 2026Q2: 3,472 shares 3,472 $268K 0.02% +84 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,849 shares; 2024Q4: 9,827 shares; 2025Q1: 10,049 shares; 2025Q2: 9,981 shares; 2025Q3: 9,988 shares; 2025Q4: 9,853 shares; 2026Q1: 9,618 shares; 2026Q2: 9,722 shares 9,722 $266K 0.02% +104 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,083 shares 2,083 $264K 0.02% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,913 shares; 2026Q2: 8,226 shares 8,226 $260K 0.02% +3,313 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,052 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 1,052 shares; 2025Q4: 1,052 shares; 2026Q1: 1,052 shares; 2026Q2: 2,856 shares 2,856 $259K 0.02% +1,804 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 599 shares 599 $258K 0.01% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,786 shares; 2024Q4: 11,386 shares; 2025Q1: 11,786 shares; 2025Q2: 11,386 shares; 2025Q3: 11,486 shares; 2025Q4: 11,486 shares; 2026Q1: 11,486 shares; 2026Q2: 11,592 shares 11,592 $258K 0.01% +106 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 957 shares; 2024Q4: 957 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 508 shares 508 $254K 0.01% -42 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 452 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 486 shares 486 $252K 0.01% new Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 974 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,422 shares 1,422 $252K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,180 shares; 2026Q2: 1,457 shares 1,457 $251K 0.01% +277 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,086 shares; 2024Q4: not reported; 2025Q1: 2,123 shares; 2025Q2: 2,238 shares; 2025Q3: 2,162 shares; 2025Q4: 2,161 shares; 2026Q1: 2,107 shares; 2026Q2: 2,135 shares 2,135 $249K 0.01% +28 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467 shares; 2024Q4: 450 shares; 2025Q1: 440 shares; 2025Q2: 467 shares; 2025Q3: 463 shares; 2025Q4: 3,005 shares; 2026Q1: 2,402 shares; 2026Q2: 2,511 shares 2,511 $249K 0.01% +109 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,416 shares 2,416 $247K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 629 shares; 2025Q2: 639 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 552 shares; 2026Q2: 543 shares 543 $246K 0.01% -9 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 680 shares; 2026Q1: 668 shares; 2026Q2: 615 shares 615 $245K 0.01% -53 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,053 shares; 2024Q4: 1,712 shares; 2025Q1: 1,505 shares; 2025Q2: 1,363 shares; 2025Q3: 1,337 shares; 2025Q4: 1,178 shares; 2026Q1: 1,173 shares; 2026Q2: 1,188 shares 1,188 $244K 0.01% +15 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,084 shares; 2025Q3: 6,084 shares; 2025Q4: 6,084 shares; 2026Q1: 6,084 shares; 2026Q2: 6,084 shares 6,084 $243K 0.01% 0 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares; 2026Q1: 1,562 shares; 2026Q2: 1,562 shares 1,562 $241K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,873 shares; 2024Q4: 4,877 shares; 2025Q1: 4,873 shares; 2025Q2: 5,611 shares; 2025Q3: 5,176 shares; 2025Q4: 5,176 shares; 2026Q1: 5,176 shares; 2026Q2: 5,176 shares 5,176 $236K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,186 shares 12,186 $233K 0.01% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 568 shares 568 $233K 0.01% +178 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 482 shares 482 $230K 0.01% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,442 shares; 2025Q3: 2,169 shares; 2025Q4: 1,676 shares; 2026Q1: 707 shares; 2026Q2: 614 shares 614 $229K 0.01% -93 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,633 shares; 2024Q4: 8,188 shares; 2025Q1: 7,432 shares; 2025Q2: 7,509 shares; 2025Q3: 8,921 shares; 2025Q4: 7,684 shares; 2026Q1: 7,733 shares; 2026Q2: 7,806 shares 7,806 $226K 0.01% +73 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,572 shares; 2024Q4: 1,516 shares; 2025Q1: 1,532 shares; 2025Q2: 1,622 shares; 2025Q3: 1,787 shares; 2025Q4: 1,840 shares; 2026Q1: 2,277 shares; 2026Q2: 2,436 shares 2,436 $223K 0.01% +159 Timeline RARE ULTRAGENYX PHARMACEUTICAL IN More: the full row for ULTRAGENYX PHARMACEUTICAL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,554 shares 6,554 $219K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,505 shares; 2024Q4: 6,944 shares; 2025Q1: 7,188 shares; 2025Q2: 7,126 shares; 2025Q3: 7,425 shares; 2025Q4: 8,415 shares; 2026Q1: 8,297 shares; 2026Q2: 8,904 shares 8,904 $219K 0.01% +607 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,975 shares 4,975 $218K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 660 shares 660 $218K 0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,745 shares 1,745 $212K 0.01% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 2,582 shares; 2025Q4: 2,446 shares; 2026Q1: 1,112 shares; 2026Q2: 793 shares 793 $212K 0.01% -319 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 721 shares; 2024Q4: 776 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 901 shares; 2026Q1: 948 shares; 2026Q2: 962 shares 962 $211K 0.01% +14 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 671 shares 671 $211K 0.01% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,945 shares; 2024Q4: 5,230 shares; 2025Q1: 7,072 shares; 2025Q2: 7,698 shares; 2025Q3: 4,996 shares; 2025Q4: 4,857 shares; 2026Q1: 3,988 shares; 2026Q2: 3,988 shares 3,988 $210K 0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 528 shares 528 $210K 0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475 shares; 2025Q4: 550 shares; 2026Q1: 540 shares; 2026Q2: 402 shares 402 $207K 0.01% -138 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,677 shares; 2024Q4: 3,677 shares; 2025Q1: 3,677 shares; 2025Q2: 3,677 shares; 2025Q3: 3,677 shares; 2025Q4: 3,677 shares; 2026Q1: 3,677 shares; 2026Q2: 3,754 shares 3,754 $207K 0.01% +77 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,897 shares; 2026Q2: 1,780 shares 1,780 $205K 0.01% -117 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,069 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,272 shares 3,272 $204K 0.01% new Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares; 2026Q1: 2,694 shares; 2026Q2: 2,694 shares 2,694 $204K 0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 364 shares 364 $204K 0.01% new Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,469 shares; 2024Q4: 4,894 shares; 2025Q1: 6,299 shares; 2025Q2: 4,060 shares; 2025Q3: 4,060 shares; 2025Q4: 3,589 shares; 2026Q1: 3,980 shares; 2026Q2: 5,230 shares 5,230 $204K 0.01% +1,250 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,138 shares 2,138 $202K 0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 40 shares; 2025Q1: 20 shares; 2025Q2: 256 shares; 2025Q3: not reported; 2025Q4: 361 shares; 2026Q1: 361 shares; 2026Q2: 1,225 shares 1,225 $202K 0.01% +864 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 641 shares 641 $194K 0.01% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,871 shares; 2024Q4: 2,771 shares; 2025Q1: 2,976 shares; 2025Q2: 3,477 shares; 2025Q3: 2,421 shares; 2025Q4: 2,081 shares; 2026Q1: not reported; 2026Q2: 1,648 shares 1,648 $189K 0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343 shares; 2024Q4: 218 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 291 shares 291 $186K 0.01% new Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: not reported; 2025Q4: 2,547 shares; 2026Q1: 2,547 shares; 2026Q2: 2,547 shares 2,547 $177K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610 shares; 2024Q4: 848 shares; 2025Q1: 783 shares; 2025Q2: 2,151 shares; 2025Q3: 1,851 shares; 2025Q4: 1,851 shares; 2026Q1: 2,282 shares; 2026Q2: 2,282 shares 2,282 $172K 0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 914 shares; 2024Q4: 409 shares; 2025Q1: 883 shares; 2025Q2: 895 shares; 2025Q3: 991 shares; 2025Q4: 992 shares; 2026Q1: 710 shares; 2026Q2: 1,391 shares 1,391 $169K 0.01% +681 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,668 shares 10,668 $168K 0.01% new Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,736 shares; 2026Q1: 1,736 shares; 2026Q2: 1,736 shares 1,736 $168K 0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 373 shares; 2025Q1: 743 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 1,197 shares; 2026Q2: 1,411 shares 1,411 $147K 0.01% +214 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 782 shares; 2024Q4: 861 shares; 2025Q1: 881 shares; 2025Q2: 1,084 shares; 2025Q3: 939 shares; 2025Q4: 1,980 shares; 2026Q1: 3,697 shares; 2026Q2: 2,750 shares 2,750 $146K 0.01% -947 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares; 2026Q1: 1,101 shares; 2026Q2: 2,047 shares 2,047 $143K 0.01% +946 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,039 shares; 2024Q4: 2,876 shares; 2025Q1: 3,467 shares; 2025Q2: 5,133 shares; 2025Q3: 5,098 shares; 2025Q4: 9,700 shares; 2026Q1: 4,574 shares; 2026Q2: 3,820 shares 3,820 $139K 0.01% -754 Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,106 shares; 2026Q1: 17,106 shares; 2026Q2: 17,106 shares 17,106 $136K 0.01% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: not reported; 2025Q4: 1,765 shares; 2026Q1: 1,765 shares; 2026Q2: 1,765 shares 1,765 $135K 0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 3,810 shares; 2025Q1: 3,910 shares; 2025Q2: 3,973 shares; 2025Q3: 3,973 shares; 2025Q4: 4,385 shares; 2026Q1: 3,810 shares; 2026Q2: 1,530 shares 1,530 $132K 0.01% -2,280 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $131K 0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,537 shares 1,537 $125K 0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,126 shares; 2024Q4: 3,625 shares; 2025Q1: 3,416 shares; 2025Q2: 3,434 shares; 2025Q3: 3,451 shares; 2025Q4: 3,470 shares; 2026Q1: 3,520 shares; 2026Q2: 3,536 shares 3,536 $123K 0.01% +16 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 1,875 shares; 2026Q2: 1,875 shares 1,875 $121K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 1,101 shares 1,101 $118K 0.01% +489 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,334 shares; 2024Q4: 2,057 shares; 2025Q1: 1,346 shares; 2025Q2: 1,401 shares; 2025Q3: 1,436 shares; 2025Q4: 4,377 shares; 2026Q1: 1,283 shares; 2026Q2: 1,241 shares 1,241 $117K 0.01% -42 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,156 shares; 2024Q4: 1,542 shares; 2025Q1: 1,638 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares; 2026Q1: 1,338 shares; 2026Q2: 1,164 shares 1,164 $114K 0.01% -174 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472 shares; 2024Q4: 540 shares; 2025Q1: 2,118 shares; 2025Q2: 2,639 shares; 2025Q3: 2,326 shares; 2025Q4: 2,326 shares; 2026Q1: 748 shares; 2026Q2: 767 shares 767 $112K 0.01% +19 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,378 shares; 2024Q4: 3,378 shares; 2025Q1: 3,378 shares; 2025Q2: 2,573 shares; 2025Q3: 2,573 shares; 2025Q4: 2,573 shares; 2026Q1: 2,573 shares; 2026Q2: 2,243 shares 2,243 $112K 0.01% -330 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 906 shares; 2025Q2: 737 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252 $108K 0.01% 0 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,984 shares; 2024Q4: 1,984 shares; 2025Q1: 1,984 shares; 2025Q2: 1,907 shares; 2025Q3: 1,849 shares; 2025Q4: 1,714 shares; 2026Q1: 1,714 shares; 2026Q2: 1,714 shares 1,714 $107K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 562 shares; 2026Q1: 1,013 shares; 2026Q2: 556 shares 556 $106K 0.01% -457 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 290 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 334 shares; 2025Q4: 355 shares; 2026Q1: 334 shares; 2026Q2: 316 shares 316 $105K 0.01% -18 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 755 shares; 2024Q4: 997 shares; 2025Q1: 700 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 982 shares; 2026Q2: 982 shares 982 $94.7K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: not reported; 2025Q4: 931 shares; 2026Q1: 943 shares; 2026Q2: 1,047 shares 1,047 $91.9K 0.01% +104 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,246 shares; 2026Q1: 16,454 shares; 2026Q2: 11,910 shares 11,910 $91.5K 0.01% -4,544 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 218 shares; 2026Q2: 993 shares 993 $90K 0.01% +775 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,806 shares; 2025Q1: 735 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 1,209 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $89.2K 0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 361 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 1,861 shares; 2026Q1: 1,146 shares; 2026Q2: 1,150 shares 1,150 $87.6K 0.01% +4 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,114 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 1,907 shares; 2026Q2: 1,907 shares 1,907 $84.6K <0.01% 0 Timeline SMOG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 563 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 563 shares 563 $82.3K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 728 shares; 2024Q4: 412 shares; 2025Q1: 345 shares; 2025Q2: 485 shares; 2025Q3: 493 shares; 2025Q4: 506 shares; 2026Q1: 511 shares; 2026Q2: 517 shares 517 $81.1K <0.01% +6 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,414 shares; 2024Q4: 8,691 shares; 2025Q1: 8,666 shares; 2025Q2: 4,361 shares; 2025Q3: 4,501 shares; 2025Q4: 5,628 shares; 2026Q1: 2,196 shares; 2026Q2: 805 shares 805 $79.7K <0.01% -1,391 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,941 shares; 2025Q1: 2,479 shares; 2025Q2: 1,844 shares; 2025Q3: 1,265 shares; 2025Q4: 1,062 shares; 2026Q1: 886 shares; 2026Q2: 861 shares 861 $78.9K <0.01% -25 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416 shares; 2024Q4: 2,680 shares; 2025Q1: 4,043 shares; 2025Q2: 3,337 shares; 2025Q3: 2,217 shares; 2025Q4: 3,757 shares; 2026Q1: 324 shares; 2026Q2: 2,974 shares 2,974 $78.8K <0.01% +2,650 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 309 shares; 2025Q3: not reported; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 419 shares 419 $72.7K <0.01% +172 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares; 2026Q2: 210 shares 210 $72.2K <0.01% +84 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 266 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,747 shares; 2026Q1: 9,172 shares; 2026Q2: 2,935 shares 2,935 $70.9K <0.01% -6,237 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,642 shares; 2024Q4: 3,007 shares; 2025Q1: 2,802 shares; 2025Q2: 1,481 shares; 2025Q3: 160 shares; 2025Q4: 421 shares; 2026Q1: 370 shares; 2026Q2: 1,509 shares 1,509 $68.4K <0.01% +1,139 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 173 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 816 shares; 2026Q2: 877 shares 877 $67.6K <0.01% +61 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268 shares; 2024Q4: 98 shares; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares; 2026Q2: 273 shares 273 $66.3K <0.01% +48 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: not reported; 2025Q4: 2,686 shares; 2026Q1: 2,686 shares; 2026Q2: 2,686 shares 2,686 $66.2K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $65.7K <0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,204 shares 3,204 $65.3K <0.01% new Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 659 shares; 2026Q1: 659 shares; 2026Q2: 659 shares 659 $64.6K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 519 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 436 shares; 2026Q1: 386 shares; 2026Q2: 386 shares 386 $61.1K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 432 shares; 2025Q1: 1,340 shares; 2025Q2: 994 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $60.7K <0.01% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,613 shares 1,613 $60.1K <0.01% new Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,406 shares 1,406 $59.3K <0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,297 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares; 2026Q2: 1,200 shares 1,200 $59.3K <0.01% -180 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $57K <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 509 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 611 shares; 2026Q2: 611 shares 611 $55.1K <0.01% 0 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 2,083 shares; 2025Q4: 2,089 shares; 2026Q1: 2,094 shares; 2026Q2: 1,817 shares 1,817 $54.5K <0.01% -277 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,565 shares; 2024Q4: 1,316 shares; 2025Q1: 1,244 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $52.5K <0.01% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,588 shares; 2024Q4: 2,815 shares; 2025Q1: 4,151 shares; 2025Q2: 3,465 shares; 2025Q3: 2,179 shares; 2025Q4: 2,290 shares; 2026Q1: 2,179 shares; 2026Q2: 2,179 shares 2,179 $51.1K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 380 shares; 2025Q1: 43 shares; 2025Q2: 159 shares; 2025Q3: 164 shares; 2025Q4: 170 shares; 2026Q1: 176 shares; 2026Q2: 342 shares 342 $50.5K <0.01% +166 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: 330 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $49.1K <0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $47.6K <0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 255 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $47.2K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,814 shares; 2024Q4: 367 shares; 2025Q1: 111 shares; 2025Q2: 3,558 shares; 2025Q3: 166 shares; 2025Q4: 1,513 shares; 2026Q1: 116 shares; 2026Q2: 1,185 shares 1,185 $47K <0.01% +1,069 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 972 shares 972 $46.2K <0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $44.1K <0.01% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 479 shares; 2025Q1: 8,544 shares; 2025Q2: 12,842 shares; 2025Q3: 8,464 shares; 2025Q4: 5,280 shares; 2026Q1: 2,727 shares; 2026Q2: 1,787 shares 1,787 $44.1K <0.01% -940 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 16,000 shares; 2026Q2: 16,000 shares 16,000 $44K <0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: not reported; 2025Q1: 1,017 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 5,008 shares; 2026Q1: 3,812 shares; 2026Q2: 496 shares 496 $43.9K <0.01% -3,316 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 4,203 shares; 2025Q1: 4,173 shares; 2025Q2: 932 shares; 2025Q3: 932 shares; 2025Q4: 750 shares; 2026Q1: 410 shares; 2026Q2: 565 shares 565 $43.2K <0.01% +155 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 421 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 725 shares; 2025Q4: 1,030 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $40.4K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 195 shares; 2025Q1: 129 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 129 shares; 2026Q2: 483 shares 483 $39.7K <0.01% +354 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 175 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 284 shares; 2025Q4: 705 shares; 2026Q1: 526 shares; 2026Q2: 415 shares 415 $39.2K <0.01% -111 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,890 shares; 2024Q4: 5,205 shares; 2025Q1: 7,508 shares; 2025Q2: 4,281 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares; 2026Q2: 1,978 shares 1,978 $37K <0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 1,009 shares; 2025Q1: 598 shares; 2025Q2: 619 shares; 2025Q3: 632 shares; 2025Q4: 668 shares; 2026Q1: 668 shares; 2026Q2: 667 shares 667 $36.5K <0.01% -1 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 938 shares; 2024Q4: 711 shares; 2025Q1: not reported; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 564 shares; 2026Q1: 538 shares; 2026Q2: 619 shares 619 $36.4K <0.01% +81 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 407 shares 407 $35.8K <0.01% +399 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: not reported; 2025Q4: 1,175 shares; 2026Q1: 343 shares; 2026Q2: 343 shares 343 $35.3K <0.01% 0 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,666 shares; 2024Q4: 7,575 shares; 2025Q1: 11,721 shares; 2025Q2: 9,860 shares; 2025Q3: 6,244 shares; 2025Q4: 2,098 shares; 2026Q1: 2,098 shares; 2026Q2: 2,098 shares 2,098 $33.5K <0.01% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 789 shares 789 $32.1K <0.01% new Timeline ERTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 631 shares; 2026Q1: 631 shares; 2026Q2: 631 shares 631 $29.8K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116 shares; 2024Q4: 125 shares; 2025Q1: 14 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 100 shares; 2026Q1: 211 shares; 2026Q2: 251 shares 251 $29.5K <0.01% +40 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 257 shares; 2025Q4: 258 shares; 2026Q1: 214 shares; 2026Q2: 214 shares 214 $29.4K <0.01% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558 shares; 2024Q4: 572 shares; 2025Q1: 558 shares; 2025Q2: 654 shares; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 558 shares; 2026Q2: 729 shares 729 $29.3K <0.01% +171 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 353 shares; 2026Q2: 353 shares 353 $29.1K <0.01% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 978 shares 978 $28.9K <0.01% new Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,601 shares; 2024Q4: 1,222 shares; 2025Q1: 911 shares; 2025Q2: 1,215 shares; 2025Q3: 2,442 shares; 2025Q4: 1,884 shares; 2026Q1: 1,877 shares; 2026Q2: 554 shares 554 $26.9K <0.01% -1,323 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: not reported; 2025Q1: 647 shares; 2025Q2: 880 shares; 2025Q3: 1,212 shares; 2025Q4: 768 shares; 2026Q1: 864 shares; 2026Q2: 784 shares 784 $26.5K <0.01% -80 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 45 shares; 2026Q2: 295 shares 295 $26.5K <0.01% +250 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 105 shares 105 $25.9K <0.01% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 211 shares 211 $25.8K <0.01% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551 shares; 2024Q4: 583 shares; 2025Q1: 1,018 shares; 2025Q2: 590 shares; 2025Q3: 490 shares; 2025Q4: 511 shares; 2026Q1: 511 shares; 2026Q2: 330 shares 330 $25.3K <0.01% -181 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317 shares; 2024Q4: 367 shares; 2025Q1: 154 shares; 2025Q2: 1,290 shares; 2025Q3: 1,106 shares; 2025Q4: 623 shares; 2026Q1: 305 shares; 2026Q2: 522 shares 522 $25.1K <0.01% +217 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 791 shares; 2026Q1: 716 shares; 2026Q2: 716 shares 716 $25.1K <0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 598 shares; 2026Q2: 598 shares 598 $24.7K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 60 shares; 2025Q1: 53 shares; 2025Q2: 78 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 135 shares 135 $24.1K <0.01% +110 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $22.2K <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 1,961 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares; 2026Q2: 173 shares 173 $21.5K <0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,778 shares; 2026Q1: 1,778 shares; 2026Q2: 273 shares 273 $21.1K <0.01% -1,505 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155 shares; 2024Q4: 301 shares; 2025Q1: 213 shares; 2025Q2: 515 shares; 2025Q3: 348 shares; 2025Q4: 389 shares; 2026Q1: 213 shares; 2026Q2: 213 shares 213 $20.5K <0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $20.3K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 501 shares; 2026Q2: 49 shares 49 $17.7K <0.01% -452 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: 49 shares; 2026Q2: 133 shares 133 $17.5K <0.01% +84 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 250 shares 250 $17.1K <0.01% +200 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 220 shares 220 $17K <0.01% +120 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 313 shares; 2026Q2: 313 shares 313 $16.9K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,801 shares; 2024Q4: 537 shares; 2025Q1: 1,594 shares; 2025Q2: 3,245 shares; 2025Q3: 887 shares; 2025Q4: 10,938 shares; 2026Q1: 748 shares; 2026Q2: 705 shares 705 $16.7K <0.01% -43 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 213 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $16.5K <0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 301 shares 301 $16K <0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104 shares; 2025Q4: 105 shares; 2026Q1: 106 shares; 2026Q2: 107 shares 107 $16K <0.01% +1 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 133 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $15.6K <0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $15.3K <0.01% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 336 shares; 2025Q2: 337 shares; 2025Q3: 338 shares; 2025Q4: 339 shares; 2026Q1: 405 shares; 2026Q2: 406 shares 406 $14.6K <0.01% +1 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,686 shares; 2024Q4: not reported; 2025Q1: 104 shares; 2025Q2: 676 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $13.3K <0.01% 0 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $13K <0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 80 shares; 2026Q1: 107 shares; 2026Q2: 112 shares 112 $13K <0.01% +5 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 5,163 shares; 2025Q1: 275 shares; 2025Q2: 273 shares; 2025Q3: 958 shares; 2025Q4: 679 shares; 2026Q1: 884 shares; 2026Q2: 173 shares 173 $12.7K <0.01% -711 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $11.6K <0.01% 0 VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136 shares; 2024Q4: 174 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 61 shares 61 $11.2K <0.01% -75 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 481 shares 481 $11.2K <0.01% new Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 247 shares 247 $10.9K <0.01% new Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $10.1K <0.01% 0 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 610 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 389 shares 389 $9.99K <0.01% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78 shares 78 $9.95K <0.01% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $9.34K <0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $8.82K <0.01% 0 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,700 shares; 2026Q1: 11,700 shares; 2026Q2: 11,700 shares 11,700 $8.44K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 292 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $8.39K <0.01% 0 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: 99 shares; 2026Q2: 99 shares 99 $8.04K <0.01% 0 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251 shares; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $8K <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: 1,601 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 959 shares; 2025Q4: 1,488 shares; 2026Q1: 1,347 shares; 2026Q2: 228 shares 228 $6.95K <0.01% -1,119 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $6.16K <0.01% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 219 shares 219 $6.05K <0.01% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $5.84K <0.01% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $5.65K <0.01% 0 Timeline PSCE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $5.5K <0.01% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $5.4K <0.01% 0 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 245 shares; 2026Q1: not reported; 2026Q2: 74 shares 74 $5.03K <0.01% new Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 167 shares 167 $4.84K <0.01% new Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $4.77K <0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $4.26K <0.01% new Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124 shares; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 126 shares; 2026Q1: 126 shares; 2026Q2: 126 shares 126 $4.18K <0.01% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $3.87K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 136 shares; 2025Q1: 166 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $3.63K <0.01% 0 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $3.51K <0.01% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,709 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73 shares 73 $3.32K <0.01% new Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $2.91K <0.01% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $2.89K <0.01% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 190 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $2.67K <0.01% 0 Timeline CNXT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40 shares 40 $2.5K <0.01% new Timeline AFK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 782 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103 shares; 2026Q2: 95 shares 95 $2.44K <0.01% -8 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 30 shares; 2026Q1: not reported; 2026Q2: 6 shares 6 $2.36K <0.01% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82 shares; 2024Q4: 183 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 211 shares; 2025Q4: 795 shares; 2026Q1: 101 shares; 2026Q2: 101 shares 101 $2.31K <0.01% 0 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $1.89K <0.01% 0 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 35 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $1.69K <0.01% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $1.22K <0.01% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $1.17K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 206 shares; 2025Q2: 36 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $483 <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 396 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 785 shares; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $185 <0.01% 0 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $169 <0.01% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $54 <0.01% 0 Timeline